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statz1964
Level 2
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  • Re: 401K to 401K Roth conversion

    Thanks for your reply. To answer your question, Box 2a does have an amount and the "Taxable Amount not determined" box is not checked. Your and dmertz replies, ...
    statz1964
    Updated Mar 10, 2024

  • Re: 401K to 401K Roth conversion

    Thank you for clarifying the correct use of terminology. Disappointing that these in-plan Roth Rollovers (Trad 401k to Roth 401k) are going to drive up my MAGI ...
    statz1964
    Updated Mar 10, 2024

  • Re: 401K to 401K Roth conversion

    I know this thread is a year old, but having the same issue on my 2021 tax return. The reply, however, appears to have mis-understood the situation. The 1099R w...
    statz1964
    5
    Updated Mar 10, 2024
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